Support Center

Getting Started for Agents

Welcome to SkySlope! Here at Support, we are your number one resource and we live to answer your questions. In SkySlope, you'll need to create Listing files, and cancel and convert them; you'll need to attach and remove items from your checklists; you'll need to send and receive emails; and hopefully take advantage of versatile and convenient DigiSign feature. So we've gathered the most important "Get Started with SkySlope" guides, so all of the basics are right at your fingertips.

Create a Listing: You'll need to create a Listing within SkySlope when you're representing the seller or landlord of a property that is for sale or for lease. When you're creating your Listing, you will input some basic information (such as the listing & listing expiration dates, sale price, seller's name(s) and contact information). After you've submitted this information, you'll be taken to the Checklist for that file.

Each file has its own Checklist, which is a list of documents that your office has deemed pertinent to the type of file you’re creating (which is based off the Checklist Type you select on the first page of creating your Listing, such as “lease” or “listing”). The documents on the Checklist that are listed as Required have to be uploaded and submitted for review before you’re able to “Accept a Contract” within SkySlope, and convert your Listing file into a Transaction file that your admins can close out. This guide will show you how to create a Listing.

Create a Transaction: You’ll need to create a Transaction within SkySlope when you’re representing the buyer or tenant of a property. When creating your Transaction, you will input some basic information (such as the acceptance date, agreed price, your buyer’s name and contact information, and commission information). Once you’ve submitted this information, you’ll be taken to the Checklist for that file.

Each file has its own Checklist, which is a list of documents that your office has deemed pertinent to the type of file you’re creating (which is based off the Checklist Type you select on the first page of creating your Transaction, such as “lease” or “traditional sale”). The documents on the Checklist that are listed as Required have to be uploaded and submitted for review before your office is able to close our SkySlope Transaction file. The guide below will show you how to create a Transaction.

Convert a Listing: Once you’ve created a Listing in SkySlope and your sellers have accepted an offer on the property, it’s time to convert your Listing into a Transaction. You have to convert your Listing into a Transaction for your office to be able to close your SkySlope file at Close of Escrow. Take a look to see how to properly convert your file.

Cancel Transaction and Re-Activate Listing: When you’re representing the seller, sometimes the buyer backs out and you need to cancel the Transaction file. However, since your Listing is still active, we don’t want to cancel the whole file. In this case, what we want to do is cancel the Transaction file and reactivate the Listing file. This will allow us to accept a few offer on the property. This guide will show you how to do just that.

Withdraw a Listing: If you’ve created a Listing within SkySlope that didn’t sell and your sellers didn’t renew the Listing Agreement, most likely you will need to withdraw your Listing. When you withdraw your Listing, it will be moved to a “cancelled pending approval” status, which means you’re waiting for an admin to approve the cancellation and move it into the Cancelled Contracts section of SkySlope. This guide will show you how to withdraw your Listing.

Cancel a Transaction: Sometimes, deals fall through. Buyers back out. When this happens, you’re going to want to cancel your Transaction. The guide below will show you how to cancel your SkySlope transaction.

DigiSign Sending Process: DigiSign is probably one of the most time-saving features offered to you with your SkySlope account. You can use DigiSign to send contracts and documents to your client to sign online from virtually any device with internet access. Take a look at the following guide to learn how to set your documents up for digital signature.

DigiSign Signing Process: We’ve made the DigiSign signing process as straight-forward and simple as possible. If you’d like to see what your signers see on their end, take a look at the following guide that describes the DigiSign signing process.

Upload Documents: In each file you create in SkySlope, there will be a list of required documents to be uploaded and submitted to for review. There are a few different ways to upload documents into SkySlope. Take a look at the following guide to see the different upload methods, and give it a shot to determine which best fits your work-flow.

Split & Assign: Sometimes you’ll end up with large packets of documents that are all in a single PDF that need to be split into smaller PDFs and placed on the Checklist. For example, you sent your Listing Agreement, Seller’s Disclosures, and Lead Based Paint Disclosure all in the same DigiSign envelope to be signed. When it’s signed, they’ll all come back as one PDF, but those three documents all have different spots on the checklist. You can use our Split & Assign feature to split them up and assign them directly on the Checklist. Keep reading to learn how.

Email Documents Out of SkySlope: SkySlope is your go-to place for document storage; you no longer have to keep them on your harddrive or in dozens of loose files. Now that you’re keeping your documents in SkySlope, we’ve given you an easy way to send them right out of SkySlope to wherever they need to go via email. Read the following guide to learn how.

Email Documents Into SkySlope: Since ultimately you want all of your documents in SkySlope, we’ve tried to make it as easy as possible to get them there. If a client or another agent emails you a document, you can forward that email right into SkySlope and the attached documents will be uploaded automatically. Take a look at the following guide to see how it works.

Remove Incorrect Documents from Checklist: We all make mistakes. Sometimes we accidentally attach the wrong document to a Checklist item. Here’s a straight-forward guide that will show you how to replace the wrong document with the correct document.

DigiSign Editing and Correcting Envelopes: Let’s say you just sent out a DigiSign envelope, but you forgot to include the new purchase price. Or you just clicked Send and realized that you sent it to the wrong email address. Don’t fret; these are really simple changes to make, even though you’ve already sent your envelope. Keep reading to learn how to edit and correct DigiSign Envelopes.

DigiSign Envelope History and Printable Certificate: Documents that have been digitally signed are just as good as those old fashioned, ink-signed pages (if not better). If you’re concerned about the authenticity or legality of your DigiSign document, you can take a look at the Printable Certificate for the document. If you’re unsure of the envelope’s current stage or whether or not the invitation was sent successfully, you can take a look at the Envelope History. The follow guide will walk you through the process.

Agent Overview of Working Docs: There is a section built right into SkySlope that allows you to keep all of your documents organized and ready, before you input your property file into SkySlope. And that section is called Working Documents. The Working Docs is accessible from the home page of your SkySlope account. Take a look at the video below to learn more!